Business Details
18 Years
experience
Trusted Financial Advisers in Falmouth, Cornwall
Vision IFP is a nationwide network dedicated to empowering independent financial advisers with comprehensive support and resources. Established in 2008, we pride ourselves on fostering a culture of independence, integrity, and excellence. Our tailored approach ensures advisers can deliver personalized financial solutions to high-net-worth clients while benefiting from cutting-edge technology and robust compliance frameworks. With over 142 appointed representatives and 6.9 billion in funds under advice, we combine traditional values with forward-thinking strategies to meet evolving client needs. Our award-winning team provides bespoke back-office systems, dedicated compliance support, and strategic wealth management expertise.We champion transparency, trust, and professionalism, ensuring advisers can focus on building lasting client relationships. As an FCA-authorised firm, we maintain rigorous standards to protect clients and advisers alike. Our commitment to innovation is reflected in our proprietary technology solutions and continuous investment in staff development. Through dedicated supervisory teams and succession planning services, we help advisers navigate regulatory challenges and grow their businesses sustainably. With a strong emphasis on client-centric values, we aim to be both influential and approachable in the financial planning sector.
Services
Investments
Pensions
Protection
Mortgage Referrals
Independent Financial Advice
Details
- Year established: 2008
Highlights and features
- We offer 14+ years of experience in supporting independent financial advisers nationwide
- Our bespoke technology solutions streamline financial planning processes
- We provide dedicated compliance support with 30+ years of industry expertise
- Our nationwide network includes 142 appointed representatives
- We guarantee transparent, client-centric financial planning services
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personalized approach
Stress-free retirement
Responsive advisers
Transparent communication
Expert knowledge
Services
Independent Financial Advice
Our independent financial advisers provide tailored wealth management solutions for high-net-worth clients. We combine market expertise with personalized strategies to help clients achieve their financial goals. Our services cover investment planning, pension management, and protection needs while maintaining strict regulatory compliance.
Bespoke Technology Solutions
We develop custom technology platforms to streamline financial advice processes. Our systems enable secure client-adviser collaboration and efficient portfolio management. The solutions include integrated portals, reporting tools, and compliance frameworks that enhance operational efficiency while maintaining data security.
Compliance Support
Our compliance team provides expert guidance on regulatory requirements and risk management. We offer tailored support for navigating financial regulations, implementing compliance frameworks, and maintaining FCA standards. This includes training programs and documentation assistance for independent advisers.
Succession Planning
We help financial advisers plan for business continuity and ownership transitions. Our services include strategic planning, valuation assessments, and implementation support for practice acquisitions or succession arrangements. We ensure smooth transitions while maintaining client relationships and regulatory compliance.
Wealth Management
Our wealth management services cover comprehensive financial planning for complex client needs. We offer investment strategy development, pension consolidation, and protection planning tailored to individual circumstances. The service combines market expertise with personalized advice to optimize financial outcomes.
People
Paul Sweaton
Executive Chair
Co-founder of Vision IFP with 25 years' experience in financial services. Recognized as UK's leading Independent Financial Adviser, he has received multiple awards including Entrepreneur of the Year. He transitioned from global banking to establish Vision's strategic direction as Executive Chairman.
Zoe King
Chief Executive Officer
Over three decades of industry experience shaping Vision's growth since its formative years. As CEO, she oversees strategic operations and compliance matters while maintaining FCA senior management responsibilities. She champions adviser support and business development initiatives.
Richard Jones
Head of Compliance
With 30+ years in compliance consultancy, he established Vision's comprehensive compliance framework. He leads regulatory strategy and risk management while serving on both Compliance and Executive Committees to ensure regulatory excellence and business growth.
Sam Fidock
Head of IT
Transformed Vision's technology infrastructure into award-winning systems including bespoke CRM and client portals. He leads software development and cybersecurity initiatives while fostering a culture of technological innovation and staff development within financial services.
Phil Towner
Head of Wealth
Leads strategic development of Vision's wealth management proposition with extensive financial services leadership experience. He focuses on adviser support, client experience enhancement, and regulatory oversight while driving sustainable business growth through collaborative innovation.
Questions
What financial services do you support?
We support investments, pensions, protection, mortgage referrals, and comprehensive wealth management solutions tailored to individual client needs.
How do you support independent financial advisers?
We provide compliance frameworks, bespoke technology, succession planning, business development support, and access to strategic partnerships for independent advisers.
Are your advisers regulated?
Yes, all our advisers operate under FCA authorization with rigorous compliance frameworks ensuring regulatory standards and client protection.
How can I join your adviser network?
Contact us through our website to discuss joining our network. We provide transition support, compliance resources, and technology infrastructure for independent advisers.
What technology solutions do you offer?
We provide proprietary systems including client portals, CRM platforms, reporting tools, and compliance management software tailored for financial advisers.
How do you ensure client satisfaction?
Through personalized advice, transparent communication, regular reviews, and dedicated client service teams ensuring high standards of financial planning.
